Aline lets you combine multiple templates into one workflow. For example, if you’re sending a Master Service Agreement (MSA) but also need to include an NDA, you can attach both before launching — keeping your document process streamlined and consistent.
Step 1: Launch Your Workflow
From your Document Repository, locate the workflow you want to start (for example, MSA Workflow).
Click Launch Workflow to begin.
Fill in the required fields as you normally would — or skip them for now if you plan to edit later.
Click Continue until you reach the final step.
Choose Save as Draft when prompted.
💡 Tip: Saving as a draft allows you to modify the document set before sending, including adding new templates.
Step 2: Access the Draft
Once saved, go to your Drafts section in Aline.
Open the workflow draft you just created.
Navigate to the Documents tab.
Step 3: Add Another Template
In the Documents tab, click Manage → Add Document.
Select Use Template from the dropdown options.
Browse your template repository — all available templates will appear here.
Click the checkbox or template name you want to add (for example, NDA Template).
Click Add to include it in the workflow.
You can add as many templates as needed — perfect for sending bundled agreements (e.g., MSA + NDA + SOW).
Step 4: Finalize and Send
Once all your templates are added:
Review your workflow to ensure all documents are included.
Make any final edits or add recipients.
Click Send to launch the workflow with all attached templates.
Your recipients will receive all documents together, just as you’ve configured them.
Summary
Adding multiple templates to a single workflow in Aline allows you to:
Combine related documents like NDAs and MSAs
Customize your workflows before sending
Save time by bundling templates into one review and signature process
Use this feature to streamline document management and keep all your agreements organized in one easy workflow.